Get Your Bookkeeping Done, Your Taxes Filed, & Have an Expert in Your Corner

Clean books. Tax prep. Expert advice. We regularly find solopreneurs $6,000+ a year in potential tax savings.

Built for One: Pricing and service designed specifically for solopreneurs, solo professionals, and tradesmen turned business owner. Get bookkeeping, tax prep, and light advising for a steal.

Never "Ghosted": We respond within 24 hours, not weeks.

Clean Slate: Behind on your books? We’ll clean them up in as little as a week.

700+

Happy Clients

16+

Years Experience

4.9/5

Star Rating

Here’s What It Feels Like Once Things Are Running Smoothly

"Eddie and his team have made my life immeasurably better. From the very beginning, Eddie took the time to understand my specific professional needs and figure out a plan that could truly serve my business. I am grateful for Eddie’s expertise and the ease in working together. I own three businesses, all of which are focused on helping people - it means the world to me to work with professionals who care at such a high level. Thank you. I highly recommend Eddie and everyone on his team."

Rachel L
Austin, TX

"I've had a fantastic experience with Eddie and his team. They are dedicated, responsive, and detail-oriented. I know my finances are in good hands with them, and I know that any questions I have will be promptly answered. Highly recommend!"

Elaine C
San Jose, CA

"Eddie and his team are fantastic. They do a great job of bookkeeping and financial advising for my group."

Jeff L
Calgary, AB

Built for One: Pricing and service designed specifically for solopreneurs, solo professionals, and tradesmen.

Never "Ghosted": We respond to your questions within 24 hours, not weeks.

Clean Slate: Behind on your books? We’ll clean them up and get you current.

Only 10 spots left before the price increases to $450.

Lock In Our $199 Founder’s Rate

Most solopreneurs either DIY their books into a mess or hire a "cheap" preparer who ghosts them. I’m building a dedicated roster of 100 small businesses who want clean books and a real relationship with their accountant.

Current Rate: $199/mo (Next 10 clients only)

Future Rate: $450/mo (Once we hit capacity)

"I’m putting my own money on the line because I know how much your peace of mind is worth."
— Eddie Valls

The 20th or It’s Free:

You get your financial package by the 20th of every month. If we’re even one day late, you don't pay for that month. Period.

The Zero-Penalty Shield:

We guarantee your filings are on time. If you ever receive a late-filing penalty due to an error on our end, we pay the fine for you.

The "Risk-Free 30" Trial:

If you don't feel 100% more organized after your first 30 days, we’ll refund your entire fee plus give you $50 for wasting your time.

Conditions Apply

What I Actually Do For You

♣ Your bookkeeping and taxes should empower you, not sit in the background causing low-grade stress.

♦ I keep everything organized and up to date—so when you look at your numbers, you’re not guessing what they mean. 

♥ I do this all in a way that's easy for you. Whatever financial thing you are doing now, it will be easier with me.

♠ And when you need a sounding board or advice, you have me, a financial and entrepreneurial pro, a call away.

Here’s What You Get

  • Monthly financials you’ll actually understand
  • Clean, reconciled books (no surprises later)
  • Someone you can text/email when something feels off
  • Tax prep handled without last-minute chaos
  • Foundational tax advising
  • A sounding board for “can I afford this?” decisions

Why Most CPAs Ghost You.

  • Traditional firms focus on volume, not you.

  • They disappear from January to October.

  • We limit our roster to 100 clients to ensure you’re never a number.

How We Work Together

Step 1 - Quick Call

You show me where things stand. No pressure—just a conversation.

Step 2 - Simple Plan

Based on your consultation, I’ll share with you how I might be of service.

Step 3 - Implementation

Our expert team implements your financial systems and begins managing your bookkeeping or tax prep immediately.

Step 4 - Ongoing Support

I keep things on track, and you’ve got someone to reach out to when questions come up.

Integrated with Leading Platforms

We work seamlessly with the tools you already use, ensuring smooth financial management across all platforms.

QuickBooks

Certified ProAdvisor

Xero

Certified Partner

Gusto

USA Payroll Integration

Wagepoint

Canadian Payroll Integration

And many more platforms. Contact us to discuss your specific software needs.

Based in Austin, Texas & Calgary, Alberta. Serving Small Businesses Across the U.S. and Canada.

Whether you’re local or remote, everything works the same—clean books, clear communication, and steady support.

If Your Books Feel Messy or Unclear, That’s Fixable

We’ll take a look at where things stand.

You’ll leave the call knowing exactly what’s going on—even if we don’t work together.

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